When to DIY,
When to Get Help, and
How to Build Your Financial Support
Stop Guessing. Start Leading Your Money with Confidence.
A live training for professionals who want to finally understand who they need on their financial team — and when — so they can build wealth with clarity, strategy, and support.
Most people stay stuck financially not because they don’t make enough…
but because they’re trying to build wealth alone.
This workshop cuts through the noise and gives you a clear roadmap. Whether you should DIY, get a coach, partner with an advisor, or build a full financial support system.
Live Training: January 14 at 6:00 - 7:30 PM EST/EDT
A powerful, conversation-style session led by:
Autumn Green
Founder of My Stewardship Journey, Financial Leadership Coach, creator of The Payday Paradigm™
Autumn helps early–mid career professionals build simple, sustainable money systems that increase their net worth $10,000+ in a year.
She focuses on habits, systems, cash flow leadership, and building the foundation that makes wealth-building possible.
She doesn’t do band-aid coaching — she looks under the hood and helps you build systems that actually stick.
Mackenzie Johnson
Financial Advisor at Janney, Specializing in Holistic Financial Planning and Wealth Strategy Advisor
Autumn helps early–mid career professionals build simple, sustainable money systems that increase their net worth $10,000+ in a year.
She focuses on habits, systems, cash flow leadership, and building the foundation that makes wealth-building possible.
Mackenzie helps individuals build, protect, and scale wealth through comprehensive financial planning. Her work includes investment management, retirement and tax strategy, insurance, estate planning, and more.
She builds the long-term strategy and implementation..
Live: January 14 at 6:00 - 7:30 PM EST/EDT
What You'll Learn
By the end of this workshop, you will:
Understand the REAL difference between a Financial Coach and a Financial Advisor
No more guessing who does what or who you need first.
Identify exactly where you are on your financial journey (Step 1–5)
These steps define your readiness for DIY, coaching, or advisory support.
Find your financial gaps and what’s keeping you from the next level
Cash flow? Systems? Investing strategy? Tax planning? Emotional decision-making?
Evaluate the 3 major support options (DIY, Coach, Advisor)
Along with the Pros, Cons, Fees, and the hidden risks most people don’t know.
Know exactly who you need NOW to accelerate toward wealth-building
You’ll leave with a clear support recommendation based on your step in the journey.
The 5-Step Financial Journey
Step 1: Master Your Current Situation (Awareness)
Step 2: Plans for the Future (Planning)
Step 2: Plans for the Future (Planning)
Step 3: System for Your Financial Future (Automation)
Step 4: Financial Independence (Execution)
Step 4: Financial Independence (Execution)
Step 5: Special Consideration
Bonus: You’ll also get access to some helpful tools when you register.
You’ve probably pieced together advice from TikTok, books, or podcasts.
But nobody has shown you:
Where you are in the journey
Which gaps matter
Who can help fix them and when
How to build a financial support system that grows with you
Stop guessing and start growing your financial future now.
Gain the clarity you need to confidently take your next step.
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